RIL
CRC icon

Rothschild Investment LLC’s California Resources CRC Stock Holding History

Rothschild Investment LLC’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7K Buy
241
+24
+11% +$1.48K ﹤0.01% 1750
2026
Q1 		$15K Buy
217
+3
+1% +$170 ﹤0.01% 1531
2025
Q4 		$9.57K Sell
214
-87
-29% -$4.13K ﹤0.01% 1592
2025
Q3 		$16K Buy
301
+96
+47% +$4.81K ﹤0.01% 1296
2025
Q2 		$9.36K Buy
205
+175
+583% +$7.15K ﹤0.01% 1241
2025
Q1 		$1.32K Sell
30
-50
-63% -$2.37K ﹤0.01% 2175
2024
Q4 		$4.15K Buy
80
+25
+45% +$1.36K ﹤0.01% 1418
2024
Q3 		$2.89K Buy
55
+25
+83% +$1.26K ﹤0.01% 1537
2024
Q2 		$1.6K Buy
30
+25
+500% +$1.27K ﹤0.01% 1470
2024
Q1 		$276 Buy
+5
New +$261 ﹤0.01% 1598

Other funds holding CRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Rothschild Investment LLC's CRC Position: Q2 2026 in Review

Rothschild Investment LLC increased its California Resources (CRC) stake by 11% in Q2 2026, buying an estimated $1.48K and bringing the position to 241 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Rothschild Investment LLC first reported a position in CRC in Q1 2024 and has held it in 10 quarters since. The position peaked at $16K in Q3 2025. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Rothschild Investment LLC held 241 shares of California Resources worth $12.7K as of Q2 2026.
  • Rothschild Investment LLC bought 24 California Resources shares in Q2 2026, an estimated $1.48K.
  • California Resources made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1750 holding.
  • Rothschild Investment LLC first reported a position in California Resources in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's California Resources position peaked at $16K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.